Limo Anywhere + Salesforce
Create new Salesforce leads from new Limo Anywhere quote requests
With this workflow, your business can respond to enquiries more efficiently. Whenever a new quote request comes in via Limo Anywhere, it immediately creates a lead in Salesforce. This streamlines lead generation and managing potential customers, saving you precious time and ensuring timely follow-ups. Enjoy a more organized customer relationship management system with this clever solution.
With this workflow, your business can respond to enquiries more efficiently. Whenever a new quote request comes in via Limo Anywhere, it immediately creates a lead in Salesforce. This streamlines lead generation and managing potential customers, saving you precious time and ensuring timely follow-ups. Enjoy a more organized customer relationship management system with this clever solution.
- When this happens...New Quote Request
Triggers when a new quote request is created.
- automatically do this!Create Lead
Creates a new lead in Salesforce.
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New Account
Triggers when a new customer account is created.
Try ItNew Paid Bill
Triggers when a paid bill is created. Works for Affiliate and Agent bills.
Try ItNew Payment
Triggers when a new payment is recorded.
Try ItNew Reservation
Triggers when a new reservation is created.
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New Finalized Invoice
Triggers when an invoice is marked as 'FINALIZED'.
Try ItNew Driver Pay Log
Triggers when a new driver pay log is created.
Try ItNew Quote Request
Triggers when a new quote request is created.
Try ItNew Paid Reservation
Triggers when the payment status of a trip is set to 'PAID'. Works for reservations that are not on an invoice and are not set to be invoiced/direct billed.
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